Hobart Private Capital’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Hobart Private Capital’s Portfolio SPHY Stock Details SPHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.34M	Sell	185,103 -1,322	-0.7%	-$31K	0.74%	41
2026 Q1	$4.35M	Sell	186,425 -23,052	-11%	-$544K	0.85%	38
2025 Q4	$4.96M	Buy	209,477 +15,528	+8%	+$368K	0.97%	35
2025 Q3	$4.64M	Buy	193,949 +15,875	+9%	+$377K	0.97%	34
2025 Q2	$4.24M	Buy	178,074 +15,527	+10%	+$361K	0.96%	35
2025 Q1	$3.81M	Buy	162,547 +130,438	+406%	+$3.08M	0.95%	30
2024 Q4	$754K	Buy	+32,109	New	+$762K	0.19%	57

Other funds holding SPHY

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Strategic Financial Group Grand Haven, Michigan $104M AUM